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Bequests

A bequest in your will is one way to make a significant and lasting legacy to the College.

To develop innovative learning programs, provide scholarships to those who could not ordinarily afford a Waverley College education, maximise and enhance the skills of our staff and create new facilities, tuition fees alone will never meet all our needs. We rely on your support as a member of our College Community.

By leaving a bequest that includes the College in your Will, you are making a valuable contribution to ensuring Waverley’s future without affecting your present financial circumstances.

Bequests can vary in form. They may be the remainder of an estate after providing for family and loved ones; a percentage of an estate; a fixed sum; a life insurance policy, property or shares. You can give an asset you no longer need or want. Gifts of property or shares are most welcome. Any such gifts that are allocated to either the Waverley College Building Fund or Waverley College Scholarship Fund are tax deductible.

Establish an Endowment Fund

Another option is to establish an Endowment, which is a fund named in your memory or in the memory of a loved one. The capital remains untouched in perpetuity and the interest of the fund is used for your pre-designated purpose such as a scholarship or bursary.

Virtus Sola Society

The Virtus Sola Society has been established to honour those members of Waverley College’s Community who have confirmed their intention to include the college in their Will. Members are invited to special College events attended by the Head of College and members of the College Executive and Board. It is very important to us to show our appreciation to your commitment, so we would encourage you to advise us of your intention. Everyone who notifies us of their bequest to Waverley College is welcomed as a member into our Virtus Sola Society.

How to make a bequest

It is essential that you have a Will. Surprisingly, many do not. Making or revising a Will is neither difficult nor expensive. If you have already made your Will, you or your solicitor can prepare a codicil, which is a simple and inexpensive amendment. The Waverley College Development Office has a codicil form professionally drafted for this purpose, which can be downloaded below. A Will is a very personal statement. We recommend that you consult with your solicitor before either writing a new Will or updating your existing one.

When considering a bequest, we encourage you to discuss your plans with a member of our Development team, who will be delighted to share with you the College’s long term plans and clarify how your bequest will ensure Waverley’s future. Please call 02 9369 0773 or email advancement@waverley.nsw.edu.au

 

Codicil Form

Codicil Form Download